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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,536 | $97,550+74.8% | $120,344+41.7% | $87,485+94.9% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.7%+20.7pp | 68.9%+28.5pp |
| Annual return | 18.55% | 18.41%+0.1pp | 20.30%-1.8pp | 26.06%-7.5pp |
| Employer contribution / active EE | $3,490 | $2,291+52.3% | $3,020+15.5% | $2,596+34.4% |
| Participant deferral / active EE | $6,875 | $4,230+62.5% | $5,135+33.9% | $4,274+60.9% |
| Admin fee / account holder | $18,688 | $9,543+95.8% | $12,742+46.7% | $7,775+140.4% |